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659 hedge funds and large institutions have $11.2B invested in Twilio in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 174 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 72

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

34% more capital invested

Capital invested by funds: $8.35B → $11.2B (+$2.85B)

24% more call options, than puts

Call options by funds: $810M | Put options by funds: $652M

9% more funds holding

Funds holding: 604659 (+55)

2.76% more ownership

Funds ownership: 78.73%81.49% (+2.8%)

28% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 241

Holders
659
Holders Change
+55
Holders Change %
+9.11%
% of All Funds
9.61%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
136
Increased
174
Reduced
241
Closed
72
Calls
$810M
Puts
$652M
Net Calls
+$158M
Net Calls Change
-$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
276
Sage Rhino Capital
California
$875K -$183K -2,934 -20%
GC
277
Guggenheim Capital
Illinois
$873K -$473K -7,582 -40%
ERSOT
278
Employees Retirement System of Texas
Texas
$871K +$716K +11,483 New
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$865K
QCM
280
Quantinno Capital Management
New York
$861K +$234K +3,750 +49%
Wellington Management Group
281
Wellington Management Group
Massachusetts
$855K +$274K +4,390 +64%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$847K +$48.2K +773 +7%
BFM
283
Boothbay Fund Management
New York
$826K +$396K +6,348 +140%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$812K +$667K +10,700 New
GAA
285
Green Alpha Advisors
Colorado
$803K +$35.8K +574 +6%
XWM
286
Xcel Wealth Management
Florida
$791K -$306K -4,909 -32%
RWB
287
RMR Wealth Builders
New Jersey
$788K
Truist Financial
288
Truist Financial
North Carolina
$785K -$55.2K -885 -8%
CC
289
Centiva Capital
New York
$781K -$349K -5,591 -35%
MG
290
Marex Group
$777K +$1.06K +17 +0.2%
VA
291
Vident Advisory
Georgia
$777K +$55.2K +885 +9%
WDC
292
Woodward Diversified Capital
California
$776K -$62.3K -1,000 -9%
BJL
293
Brighton Jones LLC
Washington
$775K +$11.5K +185 +2%
RVPG
294
Relative Value Partners Group
$772K -$623 -10 -0.1%
EWM
295
Empirical Wealth Management
Washington
$759K -$475K -7,614 -43%
ACH
296
ArrowMark Colorado Holdings
Colorado
$759K
MMA
297
Miracle Mile Advisors
California
$752K +$62.3K +1,000 +11%
SLAM
298
Swiss Life Asset Management
$746K -$728K -11,680 -54%
BM
299
Brandywine Managers
Delaware
$742K
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$731K +$101K +1,624 +20%

TWLO Hedge Fund Activity: Q4 2023 in Review

659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2023, worth a combined $11.2B — up 34% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TWLO positions and 72 closed out — a net gain of 64 holders — while 174 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Voloridge Investment Management, cutting an estimated $64.6M.

  • 659 institutional investors held Twilio (TWLO) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $11.2B of Twilio stock for Q4 2023, up 34% quarter-over-quarter.
  • 136 funds opened new Twilio positions in Q4 2023 and 72 closed out, a net change of +64 holders.
  • The largest Twilio buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest Twilio seller in Q4 2023 was Voloridge Investment Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2023.